Nvidia remains the leader of AI infrastructure.
Alphabet is one of the best-positioned companies for the future of AI.
TSMC is set to benefit from increasing AI chip demand.
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Nvidia (NASDAQ: NVDA) remains one of the best ways to play the current artificial intelligence (AI) infrastructure boom. The company’s graphics processing units (GPUs) have become the primary chips used for powering AI workloads, given their ultra-fast processing speeds. The company’s CUDA software platform has helped create a wide moat, given that most foundational AI code has been written on its platform and optimized for its chips. This has helped the company command a more than 90% market share in the GPU data center space.
As spending on AI infrastructure continues to ramp up, Nvidia is well-positioned to continue reaping the benefits from higher GPU sales. The company has seen explosive growth, with its revenue soaring 62% last quarter and up more than threefold over the past two years. The company recently received approval from the U.S. government to begin selling certain chips to China, which adds another potential growth driver.
Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is laying the foundation to be one of the biggest winners in AI. The company has the most complete AI tech stack of any company, highlighted by its world-class Gemini large language model (LLM) and well-regarded custom AI chips, called Tensor Processing Units (TPUs). Controlling the entire AI tech stack gives Alphabet a structural cost advantage and allows it to capture more AI revenue streams that it can then incorporate through its entire business. This creates a powerful virtuous cycle, as it can then pump this revenue and cost savings into making its products even better.
Its cloud computing business is currently seeing both robust revenue growth and strong operating leverage. Last quarter, Google Cloud revenue jumped 34%, while the segment’s operating income surged 85%. Meanwhile, Google Search revenue has begun to accelerate, powered by new AI features such as AI Overviews, AI Mode, Lens, and Circle to Search. As AI chatbots and search meld more into discovery, Alphabet has a big advantage by being the default search engine on most phones and computers through its ownership of the Chrome browser, Android smartphone operating system, and a search revenue-sharing deal with Apple.
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